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Nome | Título | Desde | Até |
---|---|---|---|
Robert Gruendyke | Senior Portfolio Manager | 2024 | Agora |
Biografia | Robert (Bob) Gruendyke is a senior portfolio manager for the Growth Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, he was a senior research analyst covering the financials and health care sectors. Before joining WFAM, Bob served as a senior research associate and, earlier, as a senior compliance advisor for Raymond James Financial. Prior to that, he was a financial consultant for A. G. Edwards and Sons. He began his investment industry career in 1999. Bob earned a bachelor’s degree in economics and history from Duke University. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
Christopher J. Warner | Portfolio Manager | 2012 | Agora |
Biografia | Chris Warner is a senior portfolio manager for the Growth Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Chris worked as an equity research associate following the enterprise software, systems management, and data storage industries for Citigroup in San Francisco. He has also worked as an equity analyst at Morningstar and PPM America, Inc. Chris’s related professional experience includes technology-consulting positions at Evolve Software and PricewaterhouseCoopers, LLP. He began his investment industry career in 2002. Chris earned a bachelor’s degree in business administration from the University of Illinois and a master’s degree in business administration with an emphasis in finance and corporate strategy from the Ross School of Business at the University of Michigan. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
Michael T. Smith | Managing Director | 2011 | Agora |
Biografia | Michael (Mike) Smith serves as a senior portfolio manager and head of the Growth Equity team at Allspring Global Investments. In this role, Mike has oversight and portfolio management responsibility for all growth equity portfolios managed by the team. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to WFAM, Mike was at Strong Capital Management, where he served as a senior research analyst focusing primarily on the health care sector. Before that, he served as a research analyst and trader at Conseco Capital Management. Mike began his investment industry career in 1999 and has been a member of the Growth Equity team at Allspring or predecessor firms since that time. He earned a bachelor's degree in economics from DePauw University. Mike has earned the right to use the Chartered Financial Analyst® (CFA®) designation. | ||
Thomas J. Pence | Managing Director, Senior Portfolio Manager | 2000 | 2016 |
Biografia | Tom Pence is a portfolio manager for the Fundamental Growth Equity team at Wells Capital Management. He joined WellsCap from Strong Capital Management where he served as lead portfolio manager. Prior to joining Strong in 2000, Tom served as senior vice president and chief equity investment officer of Conseco Capital Management. While at Conseco, he was responsible for managing all tax-exempt and taxable growth equity portfolios as well as various mutual funds within the Conseco Fund Group. Prior to joining Conseco in 1991, Tom worked for the Forum Group, where he oversaw several transactions as part of the firm’s development and acquisition team. Before joining the Forum Group he was a financial consultant with Peterson & Company in Chicago. Tom holds a bachelor’s degree in business from Indiana University and a master’s degree in business administration with honors from the University of Notre Dame. He is a former board member of the Reese Investment Fund for Indiana University and has served as a director of the Indianapolis Society of Financial Analysts. Tom has earned the right to use the CFA designation. | ||
James M. Leach | Lead Portfolio Manager | 2007 | 2011 |
Biografia | James Leach, lead manager and portfolio manager, has been associated with Invesco and/or its affiliates since 2011. Most recently he was with Wells Capital Management for over a decade, where he established an investment track record for mid-capitalization and small- to mid-capitalization institutional separate accounts and mutual funds. Prior to Wells Capital Management, Mr. Leach was an equity analyst at Bankers Trust and Conseco Capital Management. He began his investment career in 1993 while, as a full-time graduate student, he worked part time as a research analyst in the fixed income group at Merrill Lynch Capital Markets. Before attending graduate school, he was a manufacturing engineer at Applied Magnetics Corporation. Mr. Leach earned a Bachelor of Science degree in mechanical engineering from the University of California and a Master of Business Administration degree from the Stern School of Business at New York University. He is a CFA charterholder. | ||
Sunjay Goel | Research Analyst | 2005 | 2007 |
Biografia | Goel joined Wells Capital Management in 2005. Prior to joining Wells Capital Management, he was with SCM since 2000, where he served as a research analyst for the software, Internet services, transportation, and cyclical growth sectors. Prior to joining SCM, Goel was responsible for assisting the research and portfolio management efforts for Conseco Capital Management equity portfolios. Goel holds the Chartered Financial Analyst designation. | ||
Andrew Scott Cupps | Founder | 1998 | 2000 |
Biografia | Andrew S. Cupps, serves as a Managing Director and a Portfolio Manager. Prior to joining Advisory Research in 2016, he was the founder and portfolio manager of Cupps Capital Management. He also worked at Strong Capital Management, where he managed hedge fund and mutual fund assets beginning in 1994. At Strong, Drew managed the Strong Enterprise Fund from its inception in October 1998 until October 2000. Before Strong, Drew worked at Driehaus Capital Management beginning in 1992. Drew holds an AB in economics from Harvard University. |
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